Anomaly Capital Management, LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$1.6T
Holdings
29
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | 1,084,165 | $177.7B | 11.41% | |
| 2 | PANWPALO ALTO NETWORKS INC | 348,480 | $166.9B | 10.72% | |
| 3 | BLDRBUILDERS FIRSTSOURCE INC | 2,365,029 | $122.4B | 7.86% | |
| 4 | FISVFISERV INC | 954,986 | $103.6B | 6.66% | |
| 5 | TECK/BTECK RESOURCES LTD | 3,170,863 | $79.0B | 5.07% | |
| 6 | DHID R HORTON INC | 874,720 | $73.5B | 4.72% | |
| 7 | CP.TOCANADIAN PAC RY LTD | 1,126,072 | $73.3B | 4.71% | |
| 8 | LYFTLYFT INC | 1,294,286 | $69.4B | 4.46% | |
| 9 | SNAPSNAP INC | 878,429 | $64.9B | 4.17% | |
| 10 | BMBLBUMBLE INC | 1,237,887 | $61.9B | 3.97% | |
| 11 | CFCF INDS HLDGS INC | 1,007,536 | $56.2B | 3.61% | |
| 12 | DDOGDATADOG INC | 397,279 | $56.2B | 3.61% | |
| 13 | NUANEURNUANCE COMMUNICATIONS INC | 1,000,000 | $55.0B | 3.54% | |
| 14 | ROKUROKU INC | 165,587 | $51.9B | 3.33% | |
| 15 | OUTOUTFRONT MEDIA INC | 1,591,546 | $40.1B | 2.58% | |
| 16 | MSFTMICROSOFT CORP | 141,817 | $40.0B | 2.57% | |
| 17 | FLT1EURFLEETCOR TECHNOLOGIES INC | 142,584 | $37.3B | 2.39% | |
| 18 | DARDARLING INGREDIENTS INC | 457,680 | $32.9B | 2.11% | |
| 19 | EXPEAGLE MATLS INC | 227,550 | $29.8B | 1.92% | |
| 20 | CCKCROWN HLDGS INC | 263,525 | $26.6B | 1.71% | |
| 21 | METAFACEBOOK INC | 73,250 | $24.9B | 1.60% | |
| 22 | TPRTAPESTRY INC | 633,644 | $23.5B | 1.51% | |
| 23 | OVVOVINTIV INC | 700,260 | $23.0B | 1.48% | |
| 24 | HESHESS CORP | 265,378 | $20.7B | 1.33% | |
| 25 | GTMZOOMINFO TECHNOLOGIES INC | 265,510 | $16.2B | 1.04% | |
| 26 | RMNIRIMINI STR INC DEL | 1,200,194 | $11.6B | 0.74% | |
| 27 | MTCHMATCH GROUP INC NEW | 63,929 | $10.0B | 0.64% | |
| 28 | FIVNFIVE9 INC | 44,897 | $7.2B | 0.46% | |
| 29 | OLPXOLAPLEX HLDGS INC | 50,000 | $1.2B | 0.08% |